Agile CRM

AgileCRM app can be used with FreshBooks to allow you to automate your sales, marketing, and service in one platform.

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

  • All-in-One CRM Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.

  • Affordable Make the most of Agile’s modern features & integrations, easy implementation and great support at an affordable price.

  • Next-Generation Cloud based SaaS service that is mobile-ready, fast, and simple to use.

How it Works With FreshBooks

This integration is offered through PieSync and Zapier. For information on what data can be shared between Agile CRM and FreshBooks please check the following: 

  • 2-way, real-time contact sync through PieSync
  • Connection through Zapier

How To Get Started

What you need

  • FreshBooks account
  • Agile CRM account
  • PieSync OR Zapier account

Steps to connect

  1. Log in or create your account with PieSync OR Zapier
  2. Connect your AgileCRM and FreshBooks account.
  3. Choose what data you want to be synced.
  4. Your data will now automatically sync between AgileCRM and FreshBooks.